Heading into the final week or so before the election, here’s how @Thorongil16 and I have things shaping up for #VAGov. We still have this race as fairly stable and think McAuliffe should win by about six-and-a-half points. His odds of winning are a bit over 80% (likely D).
Democratic early vote has really surged recently, as folks like @samshirazim, @ZacharyStarbuc1, and @WinWithJMC have noted. This week will be crucial for Democrats, but they had a very good weekend and continue to see their base areas go up in share of statewide votes cast
As folks like Zachary and Sam have noted, NOVA will likely be fine for Democratic turnout. Areas like Richmond are lagging a bit, but that probably isn’t enough for Rs, who currently have their own troubles with getting whites in Southwest VA to remember an election exists.
In a state like Virginia, I also do not expect the Election Day vote to split nearly as heavily along partisan lines as it did in 2020 (and we appear to already see some Democrats move to in-person EV over mail, for example).
But again, we have no way of knowing for sure, so this is just my read on things as they stand right now. A lot of election predictions really come down to who can see in the dark best, especially when US polling sucks so much. But this is what I think the math points to.
Anyways, if you want to check out the county margins in more detail, an interactive version of the model is over at striderforecasts.com.
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Model updated for #VAGov with the new @Suffolk_U poll. The forecast from @Thorongil16 and me is D+5.8. Suffolk is the second high-quality pollster to show a close race, so let’s dive in 🧵
I will say this: if you firmly believe crosstab examination is not a useful exercise, please stop reading. Nothing I say will be of any utility to you, because we have fundamentally different ways of going about this. Save yourself the time and stop reading.
Suffolk’s poll only has an N=500. You need to be careful with the window of results you consider as a result. Anyways, the racial crosstabs are okay; McAuliffe wins Black voters 81-8, and I would wager that undecideds here are expected to break Democratic.
Emerson has been banned by us for a month now because of MTurk data quality issues. Not including it regardless of what the poll says.
Also, the n=145 among Black voters here. A 36 point swing right would be well outside the margin of error for the Black subsample.
I need to stress that *I COULD VERY EASILY BE WRONG*. All I'm saying is that if Youngkin wins, the path to victory will look *nothing* like what these polls suggest. Data points to a McAuliffe win, but if D turnout is low or Youngkin swings suburbanites, it could change.
Points in favor of a Youngkin victory: Biden's approval is horrific, so independents might break R, and and Democratic turnout is undeniably lagging currently, so you could see him eke out a 1-2 pt win.
Points against: Virginia 2012-2020, and he *still* can't clear 46% in polls.
That last part is especially telling for me, because in every poll, the undecideds have been disproportionately Democratic, and we know from a lot of polling data that split ticket voting is quite low in this race right now. So the median scenario shouldn't be a tossup IMO.
Polling already seems to price in a Republican turnout/enthusiasm advantage, and even with that, Youngkin isn't crossing 46%, which is a problem. People are eventually going to decide, so he'll have to get a good bit of crossover votes he's not currently getting.
Here are all public, nonpartisan polls of likely voters conducted in October for #VAGov. Polling points to a D+4 race, but it really depends on the screen used. This stuff is really hard to model!
CBS/YouGov had two LV models, so both are included (but weighted by half to ensure that double-counting isn't a problem), and Monmouth's LV model was D+2, so we used that; our rule is to use LV results wherever possible.
That doesn't really favor a party; sometimes we put in things like D+2 instead of the tie among registered voters in Monmouth, but then we've also omitted the Fox D+11 poll of registered Virginia voters, so...
We've updated the model made by @Thorongil16 and I with the Monmouth poll.
Our forecast is at D+6.7, with an 84% chance of Democrats winning, making our rating Likely Democratic. You can view the county margins at striderforecasts.com. 🧵[1/]
The Monmouth poll is absolutely not a good one for Democrats. Let's not dance around it. Even if you take the educational splits and weight it with our screen, which is 52% college-educated, you get a D+2 margin. This is not good.
What's going on, though?
From every poll, we see that Biden voters choose McAuliffe while Trump voters choose Youngkin, with little middle ground. But independents have taken an 18 point swing *in a month* in this poll. They were McAuliffe +9 last month, Youngkin +9 this month.
Educational polarization means it is genuinely way more plausible for Democrats to win 53% of the two way vote than people think — it’s just that one of the key ways to do it lies in getting minority turnout to stay at presidential levels in off-years.
I’ll put it this way: a month ago, I wrote a piece about educational turnout differential and its electoral implications. But the upshot is that if Democrats can keep their minority turnout numbers high, then the midterm electorate is a point or two *more* favorable to them.
It means that if Black voters were 11% of the electorate in 2020, you’d want them to be around 11-12% of the electorate in 2022 — we’re speaking in terms of electorate share here. Essentially, the drop among minorities cannot be as stark as the drop among white noncollege voters.